5. For the "Folder", you can select any folder. We recommend "Inbox" or "Sent", but you can choose what you like when pulling in your 'received' emails. After you select it, you can test the account out.

Step 2 - Connect to LionDesk as your 'Action App'

Choose LionDesk CRM as your action app

Select "Create New Email Activity" and then "Save + Continue"

Click on "Connect a New Account", it will open a window for Zapier

To get your API key:

Go to your LionDesk Settings, then 3rd Party Integration, and enable your Zapier API key, Copy and paste the key in Zapier.

Hit on "Test", A "Success" message will be displayed. Then hit "Save and Continue".

Fill the form by Matching your form's fields to LionDesk's Fields. In the first field, if you selected "Inbox" as your Folder, make sure you select "Received" in the LionDesk Email Type. If you selected "Sent", then you will choose "sent". This tells LionDesk how to properly label the incoming emails.

Fill out the information and hit 'Continue". Here is an example of a completed form

When the test is done a "Test Successful" message will appear. Hit "Finish"